Canada
Fee-only advisors in Quebec
Montreal-anchored fee-only market with bilingual practice.
By the numbers
The Wellspent public graph lists 4 fee-only financial advisors serving Quebec at 3 firms.
- Advisors listed
- 4
- Firms
- 3
- Cities
- 2
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Quebec (4)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caroline Nalbantoglu | CNal Financial Planning Inc. | Montreal | C.Adm.F.P., CFP, RFP | Not listed |
| Edmond Fhima | Tulett, Matthews and Assoc. | Kirkland | C.Adm.F.P., CFP, RFP | Not listed |
| Daniel Trezub | Not listed | Montreal | Not listed | One-time planning fee |
| Brian Bedernyak | Letko, Brosseau & Associates | Montreal | CFA | Percentage of assets |